Hybrid Senior Portfolio Operations Leader
Focus Partners Wealth
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Benefits offered by this job
Job summary
Focus Partners Wealth in Chicago, IL seeks a Senior Manager of Portfolio Operations to lead a high‑performing team delivering expert operational support for our wealth management business. You will oversee daily operations, drive process improvements, and collaborate with Client Service, Trading, Advisory, and Technology to ensure accuracy and exceptional client service.
Qualifications include a BA in Finance/Business, 10+ years in financial services/wealth ops, 5+ years of people leadership,
Qualifications
- Bachelor's degree required in Finance, Business, Economics, or related field.
- 10+ years in financial services operations or wealth management.
- 5+ years leading teams with a track record of developing high performers.
- Familiarity with Addepar or similar investment reporting platforms.
Responsibilities
- Lead and mentor operations team; drive accountability and service excellence.
- Oversee investment accounting, transaction processing, and portfolio record maintenance in Addepar.
- Manage monthly client statements, data loads, and service requests.
- Collaborate with Client Service, Trading, Advisory, and Technology to advance initiatives.
- Develop and maintain robust operational procedures and controls.
Skills
Education
Tools
Job description
Focus Partners Wealth in Chicago, IL seeks a Senior Manager of Portfolio Operations to lead a high‑performing team delivering expert operational support for our wealth management business. You will oversee daily operations, drive process improvements, and collaborate with Client Service, Trading, Advisory, and Technology to ensure accuracy and exceptional client service.
Qualifications include a BA in Finance/Business, 10+ years in financial services/wealth ops, 5+ years of people leadership,
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